Robert J Pettinicchi | Property Casualty 360

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News

Here are 3 questions agents ask their lenders

February 11, 2016

A bank lender's insight into interest rates, agency valuations and perpetuation.

Market Insights

Agency Perpetuation From the Lender’s Perspective

August 31, 2011

Ready to reap your reward? A well-conceived and properly executed perpetuation plan is a great mechanism for harvesting the value generated through the ownership of an insurance agency. Heres how to do it.

Have You Read Your Loan Docs Lately?

March 31, 2010

A recent study by a well-respected insurance investment banking firm reported that merger and acquisition activity was off some 40 percent in 2009.

Tax filings, financial statements--and new pitfalls

March 24, 2010

Once again it's time for agencies to prepare and submit financial statements to lenders and/or investors. But this year, expect that your loan will come under unprecedented scrutiny, for any justifiable reason.

Resources

Filling the Middle-Market Life Insurance Gap in America link

TruStage

From TruStage

The mid-market life insurance segment holds tremendous potential, with 39% of consumers planning to buy life insurance in the next year (1). This white paper explores the unique opportunities for you to scale your mid-market segment and drive sustainable growth.

Download Resource

The Future of P&C Insurance: The Race to Contain Costs Amid Rising Catastrophic Losses link

AgentSync

From AgentSync

The P&C insurance sector is currently facing challenges. This eBook outlines the most pressing problems, the most promising solutions, and a few examples of these principles in action.

Download Resource

Revolutionizing Claims Processing: How a Leading Insurer Transformed Water Mitigation Reviews link

CoreLogic

From CoreLogic

Discover how one insurer drastically improved the efficiency of their water mitigation claim reviews, reducing costs and time while enhancing decision-making. Learn how this approach can transform your claims process, making it faster, more accurate, and less resource-intensive.

Download Resource

Distribution Channel Management Assessment link

AgentSync

From AgentSync

Navigating today’s insurance landscape requires more than instinct. Assess the strengths and gaps in your distribution strategy with this comprehensive tool. Discover actionable insights to refine operations, enhance data quality, ensure compliance, and scale efficiently. Evaluate your current capabilities and see where you stand across five crucial areas. Start building a more resilient and agile network today.

Download Resource

TruStage

From TruStage

Download Resource

AgentSync

From AgentSync

The P&C insurance sector is currently facing challenges. This eBook outlines the most pressing problems, the most promising solutions, and a few examples of these principles in action.

Download Resource